Communications

Automated notifications, follow-ups, and routed client requests.

42
Messages sent today
6
Pending follow-ups
3
Scheduled callbacks
8
Monthly updates due
Notification center
Recent automated and manual notifications

Kwame Asante paid monthly installment ($1,000)

10 min ago

New WhatsApp lead: Maria Gonzalez (VAWA AOS)

32 min ago

Mohammed Farah flagged Red Flag Client — RFE due in 5 days

1 hr ago

Sofia Rossi consultation paid ($200)

2 hrs ago

RFE Notice uploaded for Mohammed Farah

3 hrs ago

Yuki Sato packet mailed to USCIS (tracking saved)

5 hrs ago

Engagement agreement signed — Ana Beltran

Yesterday

Liling Chen booked a consultation with Ayesha Rahman

Yesterday

Routed tasks
Requests routed to the assigned legal assistant

Draft RFE response — additional bona fides

Priya Nair · Due in 5 days

Urgent

Upload sign-off sheet (Stage 3 → 4)

Diego Santos · Due tomorrow

High

Respond to NOID — Kwame Asante

Priya Nair · Due in 2 days

Urgent

Send onboarding packet — Isabella Romano

Diego Santos · Due in 3 days

Normal

Send quote letter — Elena Popescu

Grace Kim · Due today

High

Client review follow-up (3-pronged)

Priya Nair · Due in 4 days

Normal
Three-pronged client follow-up
Reach document-gathering clients through all three channels, then log a single shared summary.

Portal message

Send the update through the MyCase portal.

Text message

Mirror the same summary as an SMS.

Phone call

Confirm documents, questions, and commitment dates.